LPL Fiduciary Focus

The Future of Your Company’s Retirement Plan

As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here’s the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.

Do the following issues look familiar to your retirement plan committee?

Watershed regulations that require greater transparency about disclosing relationships between plan sponsors and their advisors

Employees who feel they cannot afford to save, but are being courted by your competitors through their benefits programs

Concerns over your employees’ retirement readiness

Your need for competent, objective retirement plan and guidance—from an advisor you can trust—has never been greater. That’s why your plan should work with an independent retirement plan representative affiliated with LPL Financial.

The advisor: A powerful extension of your retirement plan committee

Three key tenets for running an effective retirement plan drive the partnership between your retirement plan advisor and LPL:

Meaningful, timely information and research: An LPL retirement plan representative can offer you deep industry insights and knowledge of the regulatory landscape that help enable you to make informed choices for your plan’s individual needs.

Easy access to value-added investments and services: An LPL retirement plan representative can deliver proprietary research that’s designed to help you tap the world’s most talented investment management teams.

Unparalleled service: An LPL retirement plan representative firm is committed to providing what you and your employees deserve and expect—great financial education at enrollment and one-on-one meetings.

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Quick Links

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information.
The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals
for specific information regarding your individual situation. Some of this material was developed and produced by
FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named
representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

The LPL Financial registered representatives at Avondale Wealth Advisors may only discuss and or transact business with residents of the following states: Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, New York, Ohio, Pennsylvania, and Virginia.